NYSE:CRM
231.91
1.09
(0.47%)
Salesforce.com, Inc. is an American cloud computing company headquartered in San Francisco, California.
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Analysis and Opinions about CRM-N
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COMMENT
COMMENT
November 6, 2013
A cloud-based software company and used for customer relationship management. From a sector strength standpoint, it is behaving extremely well. Very, very strong momentum in their growth. Quarter revenues have been growing in the 30% range. An expensive company so you have to understand you are buying momentum. If you believe that corporations are starting to loosen up a little bit on spending, there is growth coming. You are paying 160X next years earnings. With even a slight stumble, it would have a very tough time.
A cloud-based software company and used for customer relationship management. From a sector strength standpoint, it is behaving extremely well. Very, very strong momentum in their growth. Quarter revenues have been growing in the 30% range. An expensive company so you have to understand you are buying momentum. If you believe that corporations are starting to loosen up a little bit on spending, there is growth coming. You are paying 160X next years earnings. With even a slight stumble, it would have a very tough time.
PAST TOP PICK
PAST TOP PICK
December 2, 2011
(Top Pick March 11/11. Up 7.17%.) This was a choice based on seasonality.
(Top Pick March 11/11. Up 7.17%.) This was a choice based on seasonality.
TOP PICK
TOP PICK
March 11, 2011
Top Short Very highly valued. Chart is loosing a lot of momentum. It failed and now it is coming down. Will come down to $119 range but he will cover at $145 on the upside.
Show full opinionHide full opinionTop Short Very highly valued. Chart is loosing a lot of momentum. It failed and now it is coming down. Will come down to $119 range but he will cover at $145 on the upside.
TOP PICK
TOP PICK
April 24, 2006
Playing perfectly into the broadband penetration theme. They allow companies to deliver software remotely over the Internet. They make software for sales forces. They have a new product AppExchange which is a Trojan horse. It will become an infrastructure layer. Stock is not cheap, but the company is hypergrowth.
Show full opinionHide full opinionPlaying perfectly into the broadband penetration theme. They allow companies to deliver software remotely over the Internet. They make software for sales forces. They have a new product AppExchange which is a Trojan horse. It will become an infrastructure layer. Stock is not cheap, but the company is hypergrowth.
BUY WEAKNESS
BUY WEAKNESS
January 26, 2006
Another big trend in terms of growth is software on demand and open source software. This company is on the leading edge of software on demand. There are now opening their platform to other types of software on an “as needed” basis. Pretty expensive.
Show full opinionHide full opinionAnother big trend in terms of growth is software on demand and open source software. This company is on the leading edge of software on demand. There are now opening their platform to other types of software on an “as needed” basis. Pretty expensive.
